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MA

MasterCard

$249.22

3.32 (1.35%)

, ALRM

Alarm.com

$58.37

-0.49 (-0.83%)

04:55
05/16/19
05/16
04:55
05/16/19
04:55

JPMorgan to hold a conference

47th Annual Global Technology, Media & Communications Conference will be held in Boston on May 14-16.

MA

MasterCard

$249.22

3.32 (1.35%)

ALRM

Alarm.com

$58.37

-0.49 (-0.83%)

CDW

CDW

$104.20

1.01 (0.98%)

DISCA

Discovery

$27.73

0.01 (0.04%)

VIAB

Viacom

$28.27

-0.2 (-0.70%)

CTL

CenturyLink

$10.95

-0.05 (-0.45%)

NXPI

NXP Semiconductors

$100.18

2.02 (2.06%)

SSNC

SS&C

$58.73

0.59 (1.01%)

FFIV

F5 Networks

$143.10

1.13 (0.80%)

LAMR

Lamar Advertising

$81.75

1.03 (1.28%)

DB

Deutsche Bank

$7.68

(0.00%)

DBD

Diebold

$10.17

0.035 (0.35%)

IBM

IBM

$134.39

1.09 (0.82%)

JBL

Jabil

$28.51

0.405 (1.44%)

MSFT

Microsoft

$126.05

1.78 (1.43%)

RNG

RingCentral

$119.13

1 (0.85%)

BCE

BCE

$44.80

0.06 (0.13%)

PYPL

PayPal

$111.51

2.4 (2.20%)

VG

Vonage

$11.49

0.09 (0.79%)

CDAY

Ceridian

$50.17

1.115 (2.27%)

ADBE

Adobe

$276.84

5.07 (1.87%)

SEDG

SolarEdge

$52.40

1.43 (2.81%)

CASA

Casa Systems

$6.75

0.25 (3.85%)

SBAC

SBA Communications

$210.25

0.86 (0.41%)

TWLO

Twilio

$135.46

4.51 (3.44%)

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MA MasterCard
$249.22

3.32 (1.35%)

04/23/19
MSCO
04/23/19
NO CHANGE
MSCO
Overweight
Visa, MasterCard price targets raised ahead of earnings at Morgan Stanley
Morgan Stanley analyst James Faucette said his data tracker suggests slightly weaker consumer spending this quarter, particularly in international markets, indicating some deceleration in payment trends in the March quarter for Visa (V) and MasterCard (MA). However, he believes this "noise" is already reflected in Street estimates and he believes the benefits the companies are seeing from improving computing power, greater scale, secular growth drivers and "relatively resilient" consumer spending trends should persist. Ahead of the card processors' earnings reports, Faucette raised his price target on Visa to $173 from $165 and on MasterCard to $259 from $250 and he keeps Overweight ratings on both stocks.
05/03/19
KEYB
05/03/19
NO CHANGE
Target $265
KEYB
Overweight
MasterCard price target raised to $265 from $230 at KeyBanc
KeyBanc analyst Josh Beck raised his price target for MasterCard to $265 from $230 and maintained an Overweight rating, saying assessments and incentives drove the top line above the Street's Q1 print, whiletransaction processing fees and other revenue was lower as EPS beats. Vocalink initiatives in an expanding set of countries that now includes the Phillipines and Saudi Arabia is opening up opportunities beyond the core card market, Beck tells investors in a research note, which he thinks warrants a higher multiple.
04/15/19
PIPR
04/15/19
NO CHANGE
PIPR
Piper says FinTech secular drives 'remain strong' into Q1 results
While absolute and relative valuations in FinTech are back near the all-time highs, the Federal Reserve "has moved from a headwind last Fall to a Neutral factor for economic growth and equity valuations," Piper Jaffray analyst Jason Deleeuw tells investors in a research note. Also, the ongoing secular drivers for FinTech "remain strong" as global payments and business ecosystems digitize, says the analyst. He remains constructive on FinTech names heading into Q1 earnings and also tells investors to look at some mortgage/real estate services stocks. Deleeuw's top ideas are Black Knight (BKI), Redfin (RDFN), Euronet (EEFT) and Cannae Holdings (CNNE). He also boosted his price target for Overweight-rated Euronet to $171 from $159, for Overweight-rated Global Payments (GPN) to $163 from $152, for Overweight-rated MasterCard (MA) to $272 from $262, for Neutral-rated PayPal (PYPL) to $104 from $97, for Overweight-rated Visa (V) to $191 from $178 and for Neutral-rated Worldpay (WP) to $115 from $101.
04/16/19
SPHN
04/16/19
NO CHANGE
SPHN
MasterCard deal for Vyze may be positive for Curo, Rent-A-Center, says Stephens
Stephens analyst Vincent Caintic said Mastercard's (MA) acquisition of Vyze, which provides a platform that links retailers with lenders, is a potential positive for Curo Group (CURO) and Rent-A-Center (RCII), whose "Zibby" and AcceptanceNow are part of the Vyze network. The tie-in with Mastercard may provide more loan and lease application flow to both Zibby and AcceptanceNow, said the analyst. Caintic views the news as more mixed for Alliance Data (ADS), stating that he expects Mastercard's relationship to result in more application flow to Vyze partners, but this may take away from flow to Alliance's cards and lessens the importance of the private label platform.
ALRM Alarm.com
$58.37

-0.49 (-0.83%)

05/10/19
FANA
05/10/19
DOWNGRADE
Target $75
FANA
Outperform
Alarm.com downgraded to Outperform after share rally at First Analysis
First Analysis analyst Howard Smith downgraded Alarm.com to Outperform from Strong Buy while raising his price target for the shares to $75 from $70. The recent rally in the shares creates a valuation more reflective of the company's "outstanding execution and ongoing momentum," Smith tells investors in a research note. However, he continues to believe Alarm.com's long-term position in the wireless interactive security market is "compelling" with "multiple tangential growth drivers."
05/10/19
MAXM
05/10/19
NO CHANGE
Target $79
MAXM
Buy
Alarm.com price target raised to $79 from $74 at Maxim
Maxim analyst Nehal Chokshi raised his price target on Alarm.comt to $79 and kept his Buy rating after its Q1 earnings beat and raised FY19 guidance, which he sees as "conservative". The analyst notes that while the company's core SaaS & License revenue growth slowed slightly to 19%, its early stage subsidiary businesses "generate reaccelerated SaaS revenue growth of 100%."
05/13/19
JEFF
05/13/19
DOWNGRADE
Target $66
JEFF
Hold
Alarm.com downgraded to Hold from Buy at Jefferies
Jefferies analyst John DiFucci downgraded Alarm.com to Hold from Buy and lowered his price target for the shares to $66 from $71. The stock closed Friday down 8%, or $5.72, to $63.94. The shares are appropriately valued given that the company's organic growth is likely to moderate, even if current guidance is exceeded by levels similar to 2018's outperformance, DiFucci tells investors in a research note. He believes Alarm.com's "incremental opportunities" have been slow to build and that do-it-yourself solutions carry continued secular risks.
05/10/19
FANA
05/10/19
DOWNGRADE
FANA
Outperform
Alarm.com downgraded to Outperform from Strong Buy at First Analysis
CDW CDW
$104.20

1.01 (0.98%)

04/11/19
FBCO
04/11/19
INITIATION
Target $117
FBCO
Outperform
CDW initiated with an Outperform at Credit Suisse
Credit Suisse analyst Matt Cabral initiated CDW (CDW) with an Outperform rating and a price target of $117. The analyst believes the company can accelerate market share gains because of the rising complexity of small-medium size business IT infrastructure, having exceeded the IT spending growth in the U.S. by 3pts since 2011. Cabral adds that CDW's UK unit "provides a blueprint to capitalize on international expansion opportunities" and that the company's overall cash-flow return on investment has been well above its peers because of its "consistent margins and high asset efficiency."
04/17/19
STFL
04/17/19
DOWNGRADE
Target $105
STFL
Hold
CDW downgraded to Hold from Buy at Stifel
Stifel analyst Matthew Sheerin downgraded CDW to Hold from Buy while raising his price target for the shares to $105 from $100. The stock is up 33% year-to-date and 55% since January 1, 2018, Sheerin tells investors in a research note. The analyst views CDW as fairly valued following the rally. Further, although his latest channel checks point to still good IT spending growth in North America this year, the analyst expects slower growth in fiscal 2020 "post a strong hardware-refresh cycle."
04/26/19
NRCS
04/26/19
DOWNGRADE
NRCS
Neutral
CDW downgraded to Neutral on valuation at Northcoast
Northcoast analyst Keith Housum downgraded CDW to Neutral from Buy citing valuation.
07/18/18
07/18/18
UPGRADE

Market Perform
CDW upgraded to Market Perform following IT Survey at Raymond James
As previously reported, Raymond James upgraded CDW to Market Perform from Underperform. Analyst Adam Tindle's Q2 IT Survey indicates continued strength in Q2 and a strong Q3 backlog. Tindle expects estimates to move up but views CDW's valuation as unattractive
DISCA Discovery
$27.73

0.01 (0.04%)

05/03/19
JPMS
05/03/19
NO CHANGE
Target $37
JPMS
Overweight
Discovery earnings selloff brings 'great entry point,' says JPMorgan
JPMorgan analyst Alexia Quadrani says yesterday's post-earnings selloff in shares of Discovery creates a "great entry point." Better advertising growth drove the Q1 beat and Discovery reiterated an "upbeat outlook" and announced a $1B share repurchase authorization, Quadrani tells investors in a research note. She finds the stock "compelling" and keeps an Overweight rating on the name with a $37 price target.
01/15/19
PIVT
01/15/19
UPGRADE
Target $36
PIVT
Buy
Viacom upgraded to Buy from Hold at Pivotal Research
Pivotal Research analyst Brian Wieser upgraded Viacom (VIAB) to Buy and raised his price target for the shares to $36 from $33. The analyst cites valuation for the upgrade with greater than 15% upside to his new price target. Ahead of the Q4 earnings season, Wieser also maintains a Sell rating on Disney (DIS) and Hold ratings on CBS (CBS) and Discovery (DISCA).
04/03/19
JPMS
04/03/19
NO CHANGE
JPMS
Overweight
Discovery shares 'particularly attractive at current levels,' says JPMorgan
JPMorgan analyst Alexia Quadrani reiterates an Overweight rating on Discovery following announcements this week with the BBC, which include the creation of a global factual streaming service in a content partnership and the break-up of UKTV. The analyst finds the stock "particularly attractive at current levels with several catalysts ahead." These include a "deleveraging story," which opens the doorway for a potential share buyback, the likely inclusion on YouTube's live TV service, and improving ratings at the flagship Discovery Channel that should be positive for domestic advertising, Quadrani tells investors in a research note.
12/07/18
WOLF
12/07/18
INITIATION
Target $37
WOLF
Outperform
Discovery initiated with an Outperform at Wolfe Research
Wolfe Research initiated Discovery with an Outperform and $37 price target.
VIAB Viacom
$28.27

-0.2 (-0.70%)

04/05/19
04/05/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Bed Bath & Beyond (BBBY) upgraded to Equal Weight from Underweight at Morgan Stanley with analyst Simeon Gutman saying he believes activist intervention presents the potential for upside for the stock in the near-term. 2. Snap (SNAP) upgraded to Hold from Sell at Summit Insights. 3. Northrop Grumman (NOC) upgraded to Positive from Neutral at Susquehanna. 4. Weyerhaeuser (WY) upgraded to Overweight from Equal Weight at Stephens with analyst Mark Connelly saying the stock, which is generally viewed as an income play, has sold off on rate concerns and slower starts. 5. Viacom (VIA, VIAB) upgraded to Outperform from Sector Perform at RBC Capital with analyst Steven Cahall saying the company's "less contentious" than feared DirecTV (T) deal improves its standing and "paves the way toward merger talks" with CBS (CBS). This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
04/05/19
04/05/19
UPGRADE
Target $36

Outperform
Viacom upgraded to Outperform from Sector Perform at RBC Capital
As previously reported, RBC Capital analyst Steven Cahall upgraded Viacom (VIAB) to Outperform from Sector Perform and raised his price target to $36 from $31, saying the company's "less contentious" than feared DirecTV (T) deal improves its standing and "paves the way toward merger talks" with CBS (CBS). The analyst sees an implied upside for Viacom stock at over 30% on the CBS deal prospects and believes that investors should own both to hedge the exchange ratio risk of the potential transaction.
04/08/19
LOOP
04/08/19
NO CHANGE
Target $59
LOOP
Buy
CBS Q1 to be impacted by higher content costs, says Loop Capital
Loop Capital analyst Alan Gould kept his Buy rating and $59 price target on CBS (CBS), saying that while he is lowering his Q1 earnings outlook by 3c to $1.37 due to higher programming costs at Showtime, he is keeping a positive view on the stock given its valuation of just 9-times forward earnings. The analyst adds that CBS and Viacom (VIAB) may reopen merger talks with the AT&T renewal having been completed.
04/22/19
LOOP
04/22/19
NO CHANGE
Target $65
LOOP
Buy
CBS price target raised to $65 from $59 at Loop Capital
Loop Capital analyst Alan Gould raised his price target on CBS (CBS) to $65 and kept his Buy rating, saying the stock represents the "most attractive opportunity in large-cap media." The analyst expects the resolution around the appointment of a permanent CEO by the company to lead to CBS entering merger talks with Viacom (VIAB) within 60 days, even though the board appears to be having a "difficult time attracting outside candidates due to the uncertainty of a potential merger," with its initial March 31st target date to conclude its CEO search now having passed.
CTL CenturyLink
$10.95

-0.05 (-0.45%)

02/26/19
BOFA
02/26/19
DOWNGRADE
BOFA
Neutral
CenturyLink downgraded to Neutral from Buy at BofA/Merrill
BofA/Merrill analyst David Barden downgraded CenturyLink to Neutral and maintained a $14 price target ahead of Q1 results following recent management meetings. Barden learned that the dividend cut was based on leverage, maturities, and the state of the bond market, not any fundamental change in the business, revenue fixes are being taken but the top line will not inflect this year, and no structural changes are underway at this time. The analyst came away more confident about underlying trends, but believes investors are more focused on near-term revenue and believes Q1 consensus estimates are too high, setting up for poor stock performance.
02/26/19
02/26/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Caterpillar (CAT) downgraded to Sell from Buy at UBS by analyst Steven Fisher, who believes believes ~55% of Caterpillar's end markets will peak in 2019, pressuring revenue and margins in 2020 as demand declines. Continued growth in mining and share buybacks will not be enough to offset headwinds in construction and oil and gas, he said. 2. Foot Locker (FL) downgraded to Hold from Buy at Pivotal Research by analyst Mitchel Kummetz, who sees a less favorable risk/reward into the company's Q4 results on March 1. The analyst expects "solid" Q4 results but believes the company's Q1 is likely off to a slow start. An easy two-year comparison may not be enough for Foot Locker to generate solid Q1 same-store-sales, as the quarter is likely off to a slow start on delayed/reduced tax refunds, he said. 3. Windstream (WIN) downgraded to Underperform from Market Perform at Wells Fargo by analyst Jennifer Fritzsche to reflect the company's filing for Chapter 11 restructuring and uncertainty surrounding the short to medium term operations and financing challenges. 4. Palo Alto Networks (PANW) downgraded to Market Perform from Outperform at Northland by analyst Robert Breza, who stated that he expects upside to Q2 revenue and EPS given the company's track record of earnings beats, but he also expects EPS to be guided down as the company invests for growth while absorbing the Demisto acquisition. 5. CenturyLink (CTL) downgraded to Neutral from Buy at BofA/Merrill by analyst David Barden, who said he learned that the dividend cut was based on leverage, maturities, and the state of the bond market, not any fundamental change in the business, revenue fixes are being taken but the top line will not inflect this year, and no structural changes are underway at this time. The analyst came away more confident about underlying trends, but believes investors are more focused on near-term revenue and believes Q1 consensus estimates are too high, setting up for poor stock performance. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
05/09/19
SBSH
05/09/19
UPGRADE
SBSH
Neutral
CenturyLink upgraded to Neutral from Sell at Citi
Citi analyst Michael Rollins upgraded CenturyLink to Neutral from Sell.
05/09/19
SBSH
05/09/19
UPGRADE
SBSH
Neutral
CenturyLink upgraded to Neutral on cash flow, cost cutting at Citi
As previously reported, Citi analyst Michael Rollins upgraded CenturyLink (CTL) to Neutral from Sell. While he said the company reported "another mixed quarter" and he thinks the pace of revenue decline should continue to depress the multiple, the company's "aggressive" cost cutting, cash flow and dividend yield should provide downside support, Rollins tells investors. He remains cautious on whether CenturyLink can create value by separating its consumer business, he added. Rollins recommends that investors seeking dividends in Telco buy AT&T (T) and Verizon (VZ) instead.
NXPI NXP Semiconductors
$100.18

2.02 (2.06%)

04/09/19
PIPR
04/09/19
NO CHANGE
Target $110
PIPR
Overweight
Piper says NXP still attractive after rally, boosts price target to $110
Piper Jaffray analyst Harsh Kumar raised his price target for NXP Semiconductors to $110 from $100 saying the stock remains attractive, even after the recent rally. The "story is one of the most underappreciated in the semiconductor industry," Kumar tells investors in a research note. He believes concerns surrounding automotive are largely overblown and sees NXP "benefitting disproportionately to the upside with a trade resolution due to its broad based nature." Further, the analyst expects the company to meet its near-term gross margin target of 55%. Kumar reiterates an Overweight rating on the shares.
05/01/19
BOFA
05/01/19
NO CHANGE
BOFA
NXP Semiconductors added to US 1 List at BofA/Merrill
05/01/19
05/01/19
NO CHANGE
Target $125

Buy
NXP Semiconductors added to US 1 List, target to $125 at BofA/Merrill
As previously reported, BofA/Merrill analyst Vivek Arya added NXP Semiconductors to the US 1 List following the Q1 beat and raise. Arya attributes strength to strong design wins in autos/IoT, combined with mobile, and 5G markets and notes the margin recovery is on track and management continues to buyback shares aggressively. The analyst reiterated his Buy rating on NXP Semiconductors and raised his price target to $125 from $105
04/23/19
PIPR
04/23/19
NO CHANGE
PIPR
Piper sees U.S. ride-hailing market reaching $500B per year by 2040
Piper Jaffray expects the U.S. ride-hailing market will achieve annual revenue of $500B per year by 2040, analysts led by Alexander Potter tell investors in a research note. The firm, which utilized baseline data from the National Household Travel Survey, expects ride-hailing growth to continue, with around one-third of urban trips relying on shared third-party vehicles in 2040. This compares to a baseline of only 1.4% in 2017, and equates to a 20-year annual growth rate of ~14%, the analysts contend. Of the stocks with exposure to this trend, Piper prefers Lyft (LYFT), General Motors (GM) and NXP Semiconductors (NXPI). Other covered companies also warrant mention, including Apple (AAPL), Amazon.com (AMZN), Aptiv (APTV), Ford (F), Nvidia (NVDA), and Tesla (TSLA), says Piper.
SSNC SS&C
$58.73

0.59 (1.01%)

05/01/19
JEFF
05/01/19
DOWNGRADE
Target $64
JEFF
Hold
SS&C downgraded to Hold from Buy at Jefferies
Jefferies analyst Surinder Thind downgraded SS&C Technologies to Hold from Buy while raising his price target for the shares to $64 from $58. The analyst says the company's Q1 results mirror his concerns that its story has shifted from high growth to one of slower growth and strong free cash flow. Thind sees few catalysts ahead for the stock as management "takes it foot off the M&A gas pedal to de-lever." SS&C's current valuation may be close to full, he tells investors in a research note.
05/01/19
JPMS
05/01/19
NO CHANGE
Target $70
JPMS
Overweight
SS&C selloff post earnings 'feels overdone,' says JPMorgan
While SS&C Technologies' Q1 revenue growth was in-line with estimates, its organic growth came in light of guidance and the outlook for full year organic growth is coming down ~50 basis points, JPMorgan analyst Jackson Ader tells investors in a post-earnings research note tiled "Bumpy Growth Outlook." However, the company's profitability continues its "upward march," with acquisition synergies still delivering upside to earnings, adds the analyst. He believes the stock's selloff post the earnings report "feels overdone" and keeps an Overweight rating on SS&C with a $70 price target.
04/17/19
DADA
04/17/19
NO CHANGE
Target $75
DADA
Buy
SS&C price target raised to $75 from $64 at DA Davidson
DA Davidson analyst Peter Heckmann raised his price target on SS&C to $75 and kept his Buy rating after reviewing the company's 10K filing while also incorporating the broader year-to-date equity market performance, changes in FX rates, and expectations for interest rates. Given the company's acquisition slate in 2018, Heckmann contends that SS&C has a "clear road map for solid growth in EBITDA, earnings, and free cash flow into 2020."
05/01/19
FBCO
05/01/19
NO CHANGE
Target $75
FBCO
Outperform
SS&C price target raised to $75 from $68 at Credit Suisse
Credit Suisse analyst Brad Zelnick raised his price target for SS&C to $75 from $68, while reiterating an Outperform rating on the shares. The analyst notes that the company reported mixed headline results, but while 2019 organic growth guidance was revised down, he notes that this was in part due to winding-down of a zero-margin business within DST, with EPS remaining intact.
FFIV F5 Networks
$143.10

1.13 (0.80%)

03/29/19
03/29/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Wells Fargo (WFC) upgraded to Market Perform from Underperform at Raymond James with analyst David Long saying the retirement of CEO Tim Sloan removes a "headwind." 2. Viacom (VIA, VIAB) upgraded to Buy from Hold at Loop Capital with analyst Alan Gould citing the company's loss of its biggest distributor AT&T (T) having been de-risked which, he believes, raises the likelihood of a Viacom merger with CBS (CBS). 3. F5 Networks (FFIV) upgraded to Neutral from Underweight at Piper Jaffray with analyst James Fish saying after underperforming the tech sector and the market over the last six months by ~20%, some of the main downside share catalysts have played out. 4. Mosaic (MOS) upgraded to Neutral from Underperform at Credit Suisse with analyst Chris Parkinson citing modest downside to Chinese cash operating costs, lower immediate-term ammonia and sulfur costs, evidence of near-term volume discipline, the emphasis on long-term cost reduction programs and balance sheet stability. 5. KeyCorp (KEY) upgraded to Neutral from Reduce at Nomura Instinet with analyst Bill Carcache saying he believes the shares are near a fair valuation. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
04/01/19
NOMU
04/01/19
UPGRADE
Target $180
NOMU
Buy
F5 Networks upgraded to Buy from Neutral at Nomura Instinet
Nomura Instinet analyst Jeffrey Kvaal upgraded F5 Networks to Buy from Neutral and raised his price target for the shares to $180 from $155.
04/01/19
NOMU
04/01/19
UPGRADE
Target $180
NOMU
Buy
Nomura Instinet upgrades F5 to Buy, says security story resonating
Nomura Instinet analyst Jeffrey Kvaal upgraded F5 Networks to Buy from Neutral and raised his price target for the shares to $180 from $155. "Long an out-of-favor name," F5 shares are now ~25% below their 2018 peak following the acquisition of Nginx, Kvaal tells investors in a research note. However, the analyst's work indicates the company's "security story is resonating," physical application delivery controller revenue declines are contained, and that new launches should boost F5's share in virtual ADCs. He believes the company's "rapidly rising mix of software" will allow its multiple to rise.
04/01/19
04/01/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. UPS (UPS) upgraded to Buy from Hold at Berenberg with analyst Joel Spungin saying he is increasingly confident that UPS will deliver margin improvement in both its International business and the U.S. this year, following an in-depth review of European parcel markets. 2. AstraZeneca (AZN) upgraded to Outperform from Market Perform at Cowen with analyst Steve Scala saying the 5% stock decline on news of the company's partnership with Daiichi Sankyo for trastuzumab deruxtecan, which he calls a "promising" breast cancer drug, offers a compelling entry point. 3. Energizer (ENR) upgraded to Conviction Buy from Neutral at Goldman Sachs with analyst Jason English saying he sees a credible path to top-tier EBIT, EBITDA and EPS growth over the next three years "fueled almost entirely" by debt-reduction and synergies from its recently completed deals for the Global Battery & Lighting business and Global Auto Care business of Spectrum Brands (SPB). 4. Anadarko (APC) resumed with a Buy from Neutral at Citi with analyst Robert Morris citing the stock's underperformance over the past three months and the company's recent success in the Delaware Basin for the upgrade. 5. F5 Networks (FFIV) upgraded to Buy from Neutral at Nomura Instinet with analyst Jeffrey Kvaal saying "long an out-of-favor name," F5 shares are now ~25% below their 2018 peak following the acquisition of Nginx. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
LAMR Lamar Advertising
$81.75

1.03 (1.28%)

02/21/19
MKMP
02/21/19
NO CHANGE
Target $81
MKMP
Neutral
Lamar Advertising price target raised to $81 from $75 at MKM Partners
MKM Partners analyst Eric Handler raised his price target on Lamar Advertising to $81 after its Q4 earnings beat, saying the positive trends seen in 2018 are also being sustained heading into 2019. The analyst notes that the company's fundamentals are improving and intends to watch gathering momentum in "programmatic automated buying" and new initiatives in the auto vertical, but also keeps his Neutral rating on risk-reward of the current valuation.
12/24/18
IMPC
12/24/18
NO CHANGE
Target $94
IMPC
Outperform
Lamar Advertising target raised to $94 on accretive deal at Imperial Capital
Imperial Capital analyst David Miller raised his price target for Lamar Advertising to $94 from $93 saying the company's acquisition of Fairway is "immediately accretive in all metrics." The analyst sees the deal being accretive by 7c per share and keeps an Outperform rating on Lamar. Further, completely unrelated to the Fairway acquisition, Lamar stated that, organically, it expects top line sales growth "in excess of 5.0% in the fourth quarter," slightly more positive in tone than the language used during the company's Q3 call just six weeks ago, Miller tells investors in a research note.
03/28/19
MSCO
03/28/19
NO CHANGE
MSCO
Local ad survey positive for Google and Facebook, says Morgan Stanley
Morgan Stanley analysts led by Benjamin Swinburne and Brian Nowak said the firm's annual local ad survey showed that expectations to grow marketing budgets remained robust. The survey results were positive for Google parent Alphabet (GOOGL) and Facebook (FB), as Google's search and Instagram stood out as having strong year-over-year increases in the number of small and medium businesses pointing to each as providing "the highest ROI," the analysts noted. Twitter (TWTR) and Yelp (YELP) both fell in terms of usage by local advertisers, the analysts also noted. Outdoor continues to slowly pick up budget share, according to the survey, which makes the analysts incrementally positive on Lamar Advertising (LAMR) and Outfront Media (OUT), they added.
01/23/19
IMPC
01/23/19
NO CHANGE
Target $88
IMPC
Outperform
Lamar Advertising price target lowered to $88 from $94 at Imperial Capital
Imperial Capital analyst David Miller lowered his price target for Lamar Advertising to $88 while maintaining an Outperform rating on the shares.
DB Deutsche Bank
$7.68

(0.00%)

08/10/18
MSCO
08/10/18
DOWNGRADE
MSCO
Underweight
Deutsche Bank downgraded to Underweight from Equal Weight at Morgan Stanley
06/01/18
RBCM
06/01/18
DOWNGRADE
RBCM
Underperform
Deutsche Bank downgraded to Underperform from Sector Perform at RBC Capital
08/13/18
BOFA
08/13/18
DOWNGRADE
Target $9
BOFA
Underperform
Deutsche Bank downgraded to Underperform from Neutral at BofA/Merrill
BofA/Merrill analyst Andrew Stimpson downgraded Deutsche Bank to Underperform from Neutral saying he expects the earnings downgrade cycle to continue given CIB revenue headwinds.
08/10/18
08/10/18
DOWNGRADE

Underweight
Morgan Stanley cuts Deutsche Bank to Underweight on limited top-line visibility
As previously reported, Morgan Stanley analyst Magdalena Stoklosa downgraded Deutsche Bank to Underweight from Equal Weight, stating that while she gives management "full credit" for its cost cutting efforts, it is hard to have any visibility on the top line. She assumes 2018-20 revenue CAGR of just 1.5%, which is below the average for Eurozone banks and below managements target of 4%. While recognizing the risk of downgrading Deutsche Bank "at the bottom," Stoklosa sees current conditions as unlikely to be conducive to a near-term re-rating, she tells investors. She has an EUR9 target on the bank's shares.
DBD Diebold
$10.17

0.035 (0.35%)

01/08/19
DADA
01/08/19
UPGRADE
DADA
Buy
Diebold upgraded to Buy from Neutral at DA Davidson
08/06/18
JPMS
08/06/18
DOWNGRADE
JPMS
Underweight
Diebold downgraded to Underweight from Neutral at JPMorgan
08/06/18
08/06/18
DOWNGRADE
Target $6.5

Underweight
Diebold downgraded to Underweight on potential 'liquidity crisis' at JPMorgan
As previously reported, JPMorgan analyst Paul Coster downgraded Diebold to Underweight from Neutral following the disclosure in the 10-Q that Diebold Nixdorf AG investors have put $140M of redeemable non-controlling interest shares to the company, telling investors that "a bad situation just got worse." Diebold will probably face higher interest charges in 2019, but the potential for another $300M in AG redemptions might also force a "liquidity crisis," said Coster. The pending capital constraints could slow execution of the planned "DN Now" turnaround plan at minimum, added Coster, who lowered his price target for Diebold to $6.50 from $9.00.
01/08/19
DADA
01/08/19
UPGRADE
DADA
Buy
Diebold upgraded to Buy from Neutral at DA Davidson
DA Davidson analyst Matt Summerville upgraded Diebold (DBD) to Buy from Neutral, with a $5 price target. The analyst said he was "adopting a more positive stance" on ATM names, and also upgraded NCR Corp (NCR) to Buy from Neutral. Summerville views NCR Corp as a GARP/value-oriented name and Diebold as a more speculative play, given its balance sheet leverage. For Diebold specifically, the analyst said he believes the company's DN Now cost reduction program is "gaining traction."
IBM IBM
$134.39

1.09 (0.82%)

03/26/19
BERN
03/26/19
NO CHANGE
BERN
Red Hat worth $190/share 'even as stand alone entity,' says Bernstein
Bernstein analyst Zane Chrane notes that Red Hat's (RHT) Q4 results are unlikely to have a material impact on the stock price given the expected acquisition by IBM (IBM) in the second half of 2019. However, strong growth in emerging products, continued reacceleration in RHEL revenue, and robust growth in deferred revenue and backlog all suggest the company is having increasing success in cross-selling its hybrid cloud solutions to large enterprise customers, he contends, adding that this quarter's results were "strong across the board," suggesting that the pending IBM deal is not having any negative impact on the company's execution. Chrane believes Red Hat is worth $190 per share "even as a stand-alone entity."
04/11/19
FBCO
04/11/19
INITIATION
Target $173
FBCO
Outperform
IBM initiated with an Outperform at Credit Suisse
Credit Suisse analyst Matt Cabral initiated IBM (IBM) with an Outperform rating and a price target of $173. The analyst cites the impact of the company's pending Red Hat (RHT) acquisition generating synergies while bringing together the industry expertise and incumbency to "help customers move to hybrid". Cabral adds that while IBM has sustainable free cash flow of about $12B ex-Red Hat, he expects the deal to be cash flow accretive in the first year, becoming the company's "main driver of growth".
04/17/19
BMOC
04/17/19
NO CHANGE
Target $155
BMOC
Market Perform
IBM price target raised to $155 from $147 at BMO Capital
BMO Capital analyst Keith Bachman raised his price target on IBM (IBM) to $155 after its Q1 results and affirmed FY19 outlook, saying he is modeling a "modestly higher" enterprise value to free cash flow multiple with a higher conviction to his prior forecasts for 2020 free cash flow. The analyst is also keeping his Market Perform rating on the shares, stating that while the quarter had "a lot of moving parts", revenues were "a tad disappointing" amid some weakness in emerging markets. Bachman contends that IBM is moving in the right direction with its Red Hat (RHT) acquisition, but he does not find the valuation on the stock "compelling".
04/17/19
SBSH
04/17/19
NO CHANGE
Target $140
SBSH
Neutral
IBM price target raised to $140 from $130 at Citi
Citi analyst Jim Suva raised his price target for IBM to $140 from $130 and maintains a Neutral rating on the shares following the company's Q1 results. The report "can best be described as something for everyone to debate with several positives and negatives," Suva tells investors in a research note. He believes the earnings were not enough to get investors to change their view to either a more positive or more negative view.
JBL Jabil
$28.51

0.405 (1.44%)

12/19/18
RBCM
12/19/18
NO CHANGE
Target $30
RBCM
Jabil price target raised to $30 from $29 at RBC Capital
RBC Capital analyst Amit Daryanani nudged his price target on Jabil to $30 rating after its "strong" Q1 results driven by a "combination of better than expected performance in both its DMS and EMS segments" and the upside in new business wins. The analyst also cites the company's raised FY19 revenue guidance forecast based on the management's expectations of "healthcare, packaging, automotive, 5G wireless and cloud contribute meaningfully" to its top line. Daryanani keeps his Sector Perform rating on Jabil, noting that its valuation is in line with its 10-year average trading multiple of 10-times forward 12-month earnings.
04/01/19
04/01/19
UPGRADE

Strong Buy
Jabil upgraded to Strong Buy ahead of an inflection in trends at Raymond James
As previously reported, Raymond James upgraded Jabil to Strong Buy from Market Perform and established a $34 price target. Analyst Adam Tindle thinks Jabil is entering another key metric inflection phase as both operating margin and free cash flow steadily improve on a year-over-year basis beginning in the May quarter. Tindle said new contractual wins have better characteristics on both margin and cash flow, combined with a continued tailwind from 5G implementation over the next few years, and an eventual rebound in semicap equipment trends.
04/01/19
RAJA
04/01/19
UPGRADE
RAJA
Strong Buy
Jabil upgraded to Strong Buy from Market Perform at Raymond James
12/11/18
WOLF
12/11/18
INITIATION
Target $25
WOLF
Peer Perform
Jabil initiated with a Peer Perform at Wolfe Research
Wolfe Research analyst Steven Milunovich started Jabil (JBL) with a Peer Perform rating and $25 price target, stating that although EMS names are moving up the value chain, he does not think "now is the time" for Jabil and Flex (FLEX).
MSFT Microsoft
$126.05

1.78 (1.43%)

05/13/19
WELS
05/13/19
NO CHANGE
WELS
Outperform
More rational competitive pricing environment benefiting Microsoft Azure, says Wells Fargo
Wells Fargo analyst Phil Winslow attended Microsoft's Build developer conference and met with senior finance executives from Microsoft's Cloud and AI, Windows, Business Apps, Worldwide Commercial Business, Xbox, and Office organizations at the company's Redmond headquarters, which reinforced his belief that the competitive pricing environment in the cloud has been more rational than 2-3 years ago. The analyst expects this to continue to benefit not only Azure revenue growth but also gross margin and capital spending ratios. Furthermore, although revenue growth for on-premise server products delivered in the recent quarter is likely at peak levels, Microsoft's executives expressed confidence in the forward demand for hybrid offerings-benefiting its business both in the cloud and on-premise, he adds. The analyst reiterates an Outperform rating on the shares.
05/02/19
OPCO
05/02/19
NO CHANGE
Target $145
OPCO
Outperform
Conference to highlight Microsoft hybrid cloud position, says Oppenheimer
Oppenheimer analyst Tim Horan expects the Microsoft Build Developer Conference next week will highlight the company's "dominant" hybrid cloud position as improved Azure compute functionality and AI dominate the published agenda. The analyst notes that Microsoft is investing heavily in AI/IoT, which he views as important drivers of cloud demand over the next decade. He reiterates an Outperform rating and a $145 price target on the shares.
05/03/19
WBLR
05/03/19
NO CHANGE
WBLR
Outperform
Arista Networks earnings selloff a buying opportunity, says William Blair
William Blair analyst Jason Ader views the sharp pullback today in shares of Arista Networks (ANET) post the company's Q1 results as a buying opportunity. The delivered "solid" Q1 results, which were overshadowed by lighter revenue guidance for Q2 compared with consensus, Ader tells investors in a research note. Management specifically called out one major cloud titan, which the analyst speculates to be Microsoft (MSFT), unexpectedly putting most orders on hold in the second quarter. However, end-demand and Arista's competitive position remain strong in the cloud vertical, which bodes well for a snap-back in the second half of 2019, says Ader. He keeps an Outperform rating on Arista Networks shares.
04/29/19
ARGS
04/29/19
NO CHANGE
Target $145
ARGS
Buy
Microsoft price target raised to $145 from $128 at Argus
Argus analyst Joseph Bonner raised his price target on Microsoft to $145 and kept his Buy rating, saying the company has "continued to show momentum with double-digit revenue and earnings growth" in Q3. The analyst is positive on the strategy by Microsoft CEO Nadella to pivot the company "toward high-value commercial and cloud application businesses" and away from its "missteps" in the handset market. Bonner also believes that Microsoft is "well positioned" for commercial revenue growth amid the accelerating enterprise digital transformation in the U.S. and overseas, raising his FY19 EPS outlook by 19c to $4.58 and FY20 by 31c to $5.01.
RNG RingCentral
$119.13

1 (0.85%)

05/07/19
RHCO
05/07/19
NO CHANGE
Target $140
RHCO
Buy
RingCentral price target raised to $140 from $120 at SunTrust
SunTrust analyst Terry Tillman raised his price target on RingCentral to $140 and kept his Buy rating after its Q1 earnings beat and better than expected revenue growth of over 30%. The analyst cites strength in the company's "up market business", near 100% growth in its $100K or more enterprise sales, and continued ramp in its channel business. Tillman says RingCentral is one of his "best ideas" with potential to become a "multi-billion dollar business" based on the expected revenue growth of over 30% in a span of a decade.
05/07/19
DBAB
05/07/19
NO CHANGE
Target $135
DBAB
Buy
RingCentral price target raised to $135 from $125 at Deutsche Bank
Deutsche Bank analyst Michael Turrin raised his price target for RingCentral (RNG) to $135 from $125 saying the company's as subscription revenue continues to accelerate. RingCentral delivered a "solid beat and raise" in Q1, highlighted by subscription revenue growth of 33%, Turrin tells investors in a post-earnings research note. Further, he believes the company's multi-year extension of its partnership with Zoom (ZM) should help quiet the bear case that RingCentral's open platform strategy could leave the company more vulnerable should these "best-of-breed partnerships begin to erode." The analyst keeps a Buy rating on RingCentral shares.
05/07/19
CHLM
05/07/19
NO CHANGE
Target $140
CHLM
Buy
RingCentral price target raised to $140 from $120 at Craig-Hallum
Craig-Hallum analyst George Sutton raised his price target for RingCentral (RNG) to $140 from $120, saying the execution at the company remains "flawless," and recent objectives to bolster its channel presence and build out vertically-targeted sales teams are "paying off in spades." With the recent IPO of Zoom (ZOOM) and subsequent announcement of a multi-year extension of their partnership, the analyst sees a continued long duration of growth, fundamental outperformance, and valuation reset given the peer group. He reiterates a Buy rating on RingCentral's shares.
05/07/19
NORL
05/07/19
NO CHANGE
Target $148
NORL
Outperform
RingCentral price target raised to $148 from $124 at Northland
Northland analyst Michael Latimore raised his price target on RingCentral to $148 from $124 after increasing his estimates following the company's Q1 report. He cites the company's 33% SaaS growth, high win rate and pipeline building and keeps an Outperform rating on the shares.
BCE BCE
$44.80

0.06 (0.13%)

03/08/19
ARGS
03/08/19
UPGRADE
ARGS
Buy
BCE upgraded to Buy from Hold at Argus
03/08/19
ARGS
03/08/19
UPGRADE
Target $48
ARGS
Buy
BCE upgraded to Buy from Hold at Argus
Argus analyst John Eade upgraded BCE to Buy with a price target of $48, citing the company's position as the largest communications entity in Canada and his expectations of consistent income for investors. The analyst notes that BCE has managed to generate sales and earnings growth in spite of the "intense competition in its core wireless and wireline markets" with a focus on reducing churn through customer service and on managing expenses. Eade further cites the company's current valuation below the high end of its historical earnings multiple bands, forecasting stock returns of 12%-15% over the next 12 months.
03/08/19
03/08/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Horizon Pharma (HZNP) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst David Risinger citing the stock's 6% slide on March 5 due to its disclosure of the receipt of a civil investigative demand from the DOJ, noting that management responded by conveying high confidence in the company's legal compliance. 2. SeaWorld (SEAS) upgraded to Outperform from Neutral at Macquarie. 3. Buckeye Partners (BPL) upgraded to Buy from Neutral at UBS with analyst Shneur Gershuni saying after reviewing the company's annual report, the analyst sees better leverage metrics for Buckeye relative to what he previously thought. 4. WageWorks (WAGE) upgraded to Outperform from Market Perform at Wells Fargo with analyst Jamie Stockton saying he believes WageWorks will get its financials restated reasonably soon, and this restatement should not materially affect estimates. 5. BCE (BCE) upgraded to Buy from Hold at Argus with analyst John Eade citing the company's position as the largest communications entity in Canada and his expectations of consistent income for investors. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
05/02/19
SBSH
05/02/19
DOWNGRADE
SBSH
Neutral
BCE downgraded to Neutral from Buy at Citi
PYPL PayPal
$111.51

2.4 (2.20%)

04/25/19
OPCO
04/25/19
NO CHANGE
Target $116
OPCO
Outperform
PayPal price target raised to $116 from $100 at Oppenheimer
Oppenheimer analyst Glenn Greene raised his price target for PayPal to $116 from $100 after the company delivered "solid" Q1 results. The analyst reiterates an Outperform rating on the shares.
05/01/19
BARD
05/01/19
NO CHANGE
Target $118
BARD
Outperform
PayPal expressed confidence in intermediate earnings targets, says Baird
After attending an investor gathering with PayPal (PYPL) management, Baird analyst Colin Sebastian said his key takeaways from the meeting were management's ongoing confidence in intermediate-term earnings growth targets and the early signs of progress on expanding its marketplace partnerships, including news that PayPal will be providing the infrastructure for Facebook's (FB) Marketplace payment offering. Additionally, Sebastian noted that the UK Competition and Markets Authority issued a preliminary ruling that it does not believe PayPal's acquisition of iZettle raises any competitive concerns, which he sees as a key milestone to getting the deal approved. Sebastian keeps an Outperform rating and $118 price target on PayPal shares.
05/03/19
RBCM
05/03/19
INITIATION
Target $39
RBCM
Outperform
Synchrony assumed with an Outperform at RBC Capital
RBC Capital analyst Jon Arfstrom assumed coverage of Synchrony (SYF) with an Outperform rating and a price target of $39, saying the company matches his criteria of "leverage to consumer strength." The analyst also believes that Synchrony's outlook remains "favorable" after its "solid" Q1 trends and expects the company to get past the "noise" around its PayPal (PYPL) partnership and Walmart (WMT) exit.
05/06/19
BTIG
05/06/19
NO CHANGE
Target $130
BTIG
Buy
PayPal price target raised to $130 from $114 at BTIG
BTIG analyst Mark Palmer raised his price target on PayPal to $130 and kept his Buy rating, saying that while the stock has rallied over 45% since its December low, the company's "operational momentum", expanding margins, and robust total payment volume growth warrant a higher valuation. Among the drivers, the analyst cites the monetization progress at Venmo, significant optionality of PayPal's $9.5B cash balance and strong free cash flows, continued rapid growth of active accounts, and rising customer engagement. Palmer is also positive on the company's accelerating international expansion and the opportunity that comes with progress toward in-store payments following its acquisition of iZettle.
VG Vonage
$11.49

0.09 (0.79%)

04/12/19
SPHN
04/12/19
NO CHANGE
SPHN
Stephens says buy the Vonage pullback
Stephens analyst Dmitry Netis reiterated an Overweight/volatile rating and $14 price target on Vonage, saying this is an opportunity to buy on a pullback. The analyst believes that Vonage would have pre-announced negatively otherwise, and added that the company remains "well-positioned from a leadership perspective" despite the departure of Dennis Fois, Vonage's Applications Group President, for a pre-IPO company. Netis also sees recent activism in the name adding a floor in the stock, along with "a sense of urgency for the board/management team to resolve any leadership inefficiencies."
03/11/19
GUGG
03/11/19
INITIATION
Target $10
GUGG
Neutral
Vonage initiated with a Neutral at Guggenheim
Guggenheim analyst Nandan Amladi started Vonage with a Neutral rating and $10 price target. The company's guidance also appears a "bit aggressive," which could pressure the stock near-term, Amladi tells investors in a research note. Further, he believes Vonage's pivot to an enterprise-focused business increases execution risk during 2019.
01/03/19
SPHN
01/03/19
INITIATION
SPHN
Equal Weight
Five9 initiated with an Equal Weight at Stephens
Stephens analyst Dmitry Netis started Five9 with an Equal Weight rating and $48 price target. The analyst sees a balanced risk/reward due to the stock's rich valuation and concerns around an increasingly competitive environment with aggressive new entrants like Twilio (TWLO) and Amazon (AMZN), and potentially Vonage (VG).
01/03/19
SPHN
01/03/19
INITIATION
Target $14
SPHN
Overweight
Vonage initiated with an Overweight at Stephens
Stephens analyst Dmitry Netis initiated Vonage with an Overweight rating and $14 price target, citing his view that concerns about its dilutive acquisition of NewVoiceMedia, accounting modifications, and "far-from-perfect" execution are one-time items that appear transitory and have been reflected in the stock.
CDAY Ceridian
$50.17

1.115 (2.27%)

05/02/19
JEFF
05/02/19
NO CHANGE
Target $52
JEFF
Hold
Ceridian headline numbers in Q1 'underwhelming,' says Jefferies
Jefferies analyst Samad Samana calls Ceridian HCM Holding's headline numbers in Q1 "underwhelming" and he keeps a Hold rating on the shares. The company's Q1 cloud and total revenue missed consensus, which the analyst attributes to currency. Samana, who was "impressed" that Dayforce saw growth accelerate, believes currency and the timing of revenue ramping also weighed on Ceridian's guidance. He raised his price target for the shares to $52 from $42.
05/01/19
MUFG
05/01/19
NO CHANGE
Target $56
MUFG
Overweight
Ceridian operating momentum intact in Q1, says MUFG
MUFG analyst Stephen Bersey kept his Overweight rating and $56 price target on Ceridian after its Q1 earnings beat, saying the company's operating momentum was "intact" given its continued progress in "winning deals and going live with larger enterprises." The analyst attributes the progress to Ceridian's "impressive" R&D and its numerous modules complementing the company's core payroll platform.
05/01/19
KEYB
05/01/19
NO CHANGE
Target $215
KEYB
Overweight
Paycom price target raised to $215 from $210 at KeyBanc
KeyBanc analyst Brent Bracelin raised his price target for Paycom (PAYC) to $215 from $210 after the company delivered Q1 ahead of estimates, and raised 2019 guidance, driven by focused sales efforts and robust demand for HR Software solutions. The analyst believes that raising full-year targets early in the year is indicative of management's confidence of deal momentum. Bracelin adds that Paycom's results further elevate expectations for Paylocity (PCTY) and Ceridian (CDAY). He reiterates an Overweight rating on Paycom's shares.
05/02/19
WBLR
05/02/19
NO CHANGE
WBLR
Outperform
Ceridian earnings selloff a buying opportunity, says William Blair
William Blair analyst Justin Furby views today's post-earnings selloff in shares of Ceridian HCM Holding as a buying opportunity. Dayforce revenue increased 29% in constant currencies and accelerated from last quarter's 27% increase, Furby tells investors in a post-earnings research note. He believes Ceridian's fundamentals "remain very healthy" despite the headline revenue miss and that there was "a lot to like in the quarter." The analyst maintains an Outperform rating on the shares.
ADBE Adobe
$276.84

5.07 (1.87%)

04/05/19
OPCO
04/05/19
NO CHANGE
Target $127
OPCO
Outperform
Microsoft well positioned for digital transformations, says Oppenheimer
Oppenheimer analyst Tim Horan says he continues to believe Microsoft (MSFT) is well positioned for digital transformations. The company made several other announcements this week, including partnering with Adobe (ADBE) to compete with Saleforce (CRM), an IoT manufacturing platform with BMW (BMWYY), and more sales/marketing software to eCommerce companies, he says. Horan maintains an Outperform rating and $127 price target.
04/29/19
MSCO
04/29/19
UPGRADE
MSCO
Overweight
Adobe upgraded to Overweight from Equal Weight at Morgan Stanley
04/29/19
04/29/19
UPGRADE

Fly Intel: Top five analyst upgrades
Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Target (TGT) upgraded to Overweight from Equal Weight at Barclays with analyst Matthew McClintock saying Target is taking market share from a "much weaker" retailer subset than other positive traffic retailers. 2. Sprouts Farmers Market (SFM) upgraded to Buy from Hold at Deutsche Bank. 3. American Airlines (AAL) upgraded to Buy from Hold at Deutsche Bank with analyst Michael Linenberg saying American's lowering of its earnings guidance range last week was not unexpected given the recent rise in fuel prices and grounding of its MAX fleet. The analyst thinks the resetting of expectations by management establishes a "floor" for American's share price and provides the company a bit more "cushion" around its earnings targets. 4. Colgate-Palmolive (CL) upgraded to Neutral from Underweight at JPMorgan with analyst Andrea Teixeira saying the company's organic growth is "finally starting to show consistent improvement," despite mixed signals from most recent scanner data in the U.S. 5. Adobe (ADBE) upgraded to Overweight from Equal Weight at Morgan Stanley with analyst Keith Weiss saying his field work, meetings with management and analysis of segment contribution margins have boosted his confidence in Adobe's ability to sustain EPS growth of over 20%, even if he assumes decelerating Digital Media growth. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
04/29/19
MSCO
04/29/19
UPGRADE
Target $340
MSCO
Overweight
Morgan Stanley upgrades Adobe to Overweight on durable EPS growth
As previously reported, Morgan Stanley analyst Keith Weiss upgraded Adobe to Overweight from Equal Weight, stating that his field work, meetings with management and analysis of segment contribution margins have boosted his confidence in Adobe's ability to sustain EPS growth of over 20%, even if he assumes decelerating Digital Media growth. While he estimates that Digital Media could decelerate at a faster pace than consensus currently models, Weiss thinks that Digital Experience could accelerate organically and sustain revenue growth above current Street estimates, he tells investors. He raised his price target on Adobe shares to $340 from $282, adding that he sees "Growth at a Reasonable Price", or "GARP," software stocks that have durable EPS growth outperforming in 2019.
SEDG SolarEdge
$52.40

1.43 (2.81%)

05/07/19
FBCO
05/07/19
NO CHANGE
Target $49
FBCO
Neutral
SolarEdge price target raised to $49 from $43 at Credit Suisse
Credit Suisse analyst Maheep Mandloi raised his price target for SolarEdge to $49 from $43 due to shipment growth. The analyst reiterates a Neutral rating on the shares as he awaits company growth/capex guidance on non-solar businesses, likely by the second half of the year.
05/07/19
ROTH
05/07/19
NO CHANGE
Target $70
ROTH
Buy
SolarEdge price target raised to $70 from $50 at Roth Capital
Roth Capital analyst Philip Shen raised his price target for SolarEdge to $70 from $50, saying that while the company delivered a "modest" Q1 beat and provided a "strong" Q2 guide, he believes to be in the early innings of an upside move in the stock. Further, the analyst thinks volumes and margins will improve better than expectations over the next year given his "strong" global demand outlook and expects this to attract new investors. Shen reiterates a Buy rating on the shares.
05/07/19
JMPS
05/07/19
UPGRADE
Target $60
JMPS
Outperform
SolarEdge upgraded to Outperform on market share gains at JMP Securities
As previously reported, JMP Securities analyst Joseph Osha upgraded SolarEdge to Outperform from Market Perform, stating that he knew the company had been taking share from European competitors, but he had underestimated how significantly share gains could contribute to revenue growth. While he said he is still not a fan of the company's diversification strategy, Osha said he was wrong to focus there at the expense of the company's core inverter business, which keeps performing extremely well. The analyst, who concluded that SolarEdge's core business is "too strong to ignore," set a $60 price target on the shares.
05/07/19
JPMS
05/07/19
NO CHANGE
Target $63
JPMS
Overweight
SolarEdge price target raised to $63 from $53 at JPMorgan
JPMorgan analyst Mark Strouse raised his price target for SolarEdge Technologies to $63 from $53 citing the company's "solid" Q1 results and guidance. Industry dynamics remain favorable, with growth driven primarily by Europe during the first half of 2019 and expected by the U.S. during the second half of the year, Strouse tells investors in a post-earnings research note. He expects the stock to react favorably to the print and reiterates an Overweight rating on SolarEdge.
CASA Casa Systems
$6.75

0.25 (3.85%)

03/19/19
03/19/19
INITIATION

Fly Intel: Top five analyst initiations
Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Casa Systems (CASA) initiated with a Buy at DA Davidson. 2. Sterling Bancorp (SBT) initiated with an Overweight at Piper Jaffray. 3. Takeda Pharmaceutical (TAK) reinstated with a Buy at Goldman Sachs. 4. CyberArk (CYBR) initiated with an Outperform at FBN Securities. 5. Varex Imaging (VREX) initiated with an Outperform at Northland. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
03/18/19
DADA
03/18/19
INITIATION
Target $12
DADA
Buy
Casa Systems initiated with a Buy at DA Davidson
DA Davidson analyst Mark Kelleher initiated Casa Systems with a Buy rating and a price target of $12, saying the company is well positioned for the "5G revolution". The analyst contends that Casa Systems' capabilities in CCAP/DOCSIS, microcells and remote PHY should produce "significant revenue and earnings growth. Kelleher further states that the company's recent purchase of NetComm "adds product and customer diversification" and is expected to generate $150M of annual revenue.
02/22/19
WBLR
02/22/19
DOWNGRADE
WBLR
Market Perform
Casa Systems downgraded to Market Perform from Outperform at William Blair
William Blair analyst Jason Ader downgraded Casa Systems to Market Perform following the company's Q4 results.Casa is facing another transition year in 2019, Ader tells investors in a research note.
02/22/19
RAJA
02/22/19
DOWNGRADE
RAJA
Market Perform
Casa Systems downgraded to Market Perform from Outperform at Raymond James
SBAC SBA Communications
$210.25

0.86 (0.41%)

05/01/19
05/01/19
DOWNGRADE

Market Perform
SBA Communications downgraded to Market Perform on valuation at Raymond James
As previously reported, Raymond James downgraded SBA Communications to Market Perform from Outperform. Analyst Ric Prentiss believes positive tower fundamentals are reflected in share valuation and sees potential risk to estimates going forward from the T-Mobile/Sprint merger.
04/30/19
KEYB
04/30/19
NO CHANGE
Target $215
KEYB
Overweight
SBA Communications price target raised to $215 from $195 at KeyBanc
KeyBanc analyst Brandon Nispel raised his price target for SBA Communications to $215 from $195 as he continues to expect accelerating organic growth in its domestic business in 2019 versus 2018 and sees further potential for acceleration in 2020 versus 2019 if the T-Mobile (TMUS)/Sprint (S) merger is approved. The analyst also believes valuations can continue to trend higher given strong underlying growth in the business and his view that guidance could continue to be raised in 2019. He reiterates an Overweight rating on SBA Communications shares.
05/01/19
RAJA
05/01/19
DOWNGRADE
RAJA
Market Perform
SBA Communications downgraded to Market Perform at Raymond James
04/17/19
GSCO
04/17/19
NO CHANGE
GSCO
Sprint, T-Mobile headlines positive for Dish, Intelsat, says Goldman Sachs
Goldman Sachs analyst Brett Feldman, while taking no view on the outcome of the proposed merger between Sprint (S) and T-Mobile (TMUS), laid out his thoughts for other industry participants following the Wall Street Journal's report that the Department of Justice is unlikely to approve the deal as currently structured. The analyst believes investors will initially see the headlines as negative for the other major wireless carriers, namely AT&T (T) and Verizon (VZ), since they "create uncertainty over long-term industry structure." Further, investors will initially see these headlines as a slight positive for tower operators American Tower (AMT), Crown Castle (CCI) and SBA Communications (SBAC) as they "imply less risk of material cell site decommissioning," Feldman told investors earlier in a research note. The analyst also thinks investors will view the Journal's report as positive for owners of excess spectrum such as Dish (DISH) and Intelsat (I) and a slight positive for cable operators like Altice USA (ATUS), Charter (CHTR) and Comcast (CMCSA).
TWLO Twilio
$135.46

4.51 (3.44%)

05/01/19
ADAM
05/01/19
NO CHANGE
Target $155
ADAM
Buy
Twilio price target raised to $155 from $125 at Canaccord
Canaccord analyst Richard Davis raised his price target for Twilio (TWLO) to $155 from $125 and maintained a Buy rating following the company's quarterly results, saying the upside was about what he expected. Davis tells investors in a research note that Twilio provided an update on the Verizon (VZ) price increase for SMS messaging, a cost it will pass on to customers. This cost will depress gross margins by about 100 basis points long-term, although gross profit dollars are likely to remain unchanged. This is a good space for "pretty much any firm with a modern technology stack," Davis contends.
05/01/19
DBAB
05/01/19
NO CHANGE
Target $160
DBAB
Buy
Twilio price target raised to $160 from $150 at Deutsche Bank
Deutsche Bank analyst Michael Turrin raised his price target for Twilio to $160 from $150 saying last night's Q1 results were highlighted by a third consecutive quarter of 60%-plus organic revenue growth. The analyst keeps a Buy rating on the shares.
05/01/19
KEYB
05/01/19
NO CHANGE
Target $156
KEYB
Overweight
Twilio price target raised to $156 from $150 at KeyBanc
KeyBanc analyst Brent Bracelin raised his price target for Twilio to $156 from $150 on "strong" Q1 results. The analyst remains bullish on Twilio based on a "compelling" growth opportunity as "APIs Go Ubiquitous" across the broader enterprise, helping sustain share gain momentum in a large $64B TAM. He reiterates an Overweight rating on the shares and says it remains one of his top cloud software ideas to own for 2019.
05/01/19
DADA
05/01/19
NO CHANGE
Target $163
DADA
Buy
Twilio price target raised to $163 from $118 at DA Davidson
DA Davidson analyst Rishi Jaluria raised his price target on Twilio to $163 and kept his Buy rating after its "beat and raise" Q1 results as well as expanding gross margins in the quarter. The analyst adds that the strong early interest and adoption of Twilio's SendGrid and Flex should give investors greater confidence for cross-selling opportunities.

TODAY'S FREE FLY STORIES

JCOM

j2 Global

$87.23

0.75 (0.87%)

18:25
05/21/19
05/21
18:25
05/21/19
18:25
Hot Stocks
j2 Global CFO sells 5.6K shares of common stock »

In a regulatory filing,…

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    Jun

NVS

Novartis

$82.38

0.36 (0.44%)

18:24
05/21/19
05/21
18:24
05/21/19
18:24
Hot Stocks
Novartis CEO: We are entering an exciting growth phase for the company »

In an interview on…

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EADSY

Airbus

$0.00

(0.00%)

18:20
05/21/19
05/21
18:20
05/21/19
18:20
Periodicals
Airbus in talks to find resolution to German arms export row, Reuters says »

Airbus CEO Guillaume…

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AGRO

Adecogro

$6.50

0.07 (1.09%)

18:19
05/21/19
05/21
18:19
05/21/19
18:19
Earnings
Adecogro reports Q1 adjusted EBITDA $58.3M, down 5.9% from last year »

Reports Q1 revenue…

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GOOG

Alphabet

$1,149.14

10.81 (0.95%)

, GOOGL

Alphabet Class A

$1,154.26

8.98 (0.78%)

18:01
05/21/19
05/21
18:01
05/21/19
18:01
Hot Stocks
Google updates policy on abortion-related ads »

Google said in a post…

GOOG

Alphabet

$1,149.14

10.81 (0.95%)

GOOGL

Alphabet Class A

$1,154.26

8.98 (0.78%)

03/08/13
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HAIN

Hain Celestial

$23.90

0.45 (1.92%)

17:50
05/21/19
05/21
17:50
05/21/19
17:50
Hot Stocks
Engaged Capital raises stake in Hain Celestial to 20.2% from 18.3% »

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NTDOY

Nintendo

$0.00

(0.00%)

17:48
05/21/19
05/21
17:48
05/21/19
17:48
Hot Stocks
Nintendo to end 'Animal Crossing,' 'Fire Emblem' mobile game service in Belgium »

Nintendo announced that,…

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URBN

Urban Outfitters

$27.01

0.05 (0.19%)

17:44
05/21/19
05/21
17:44
05/21/19
17:44
Hot Stocks
Urban Outfitters sees Q2 URBN retail SSS in low single-digit negative range »

Says guidance based on…

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GLD

SPDR Gold Shares

$120.34

-0.31 (-0.26%)

17:42
05/21/19
05/21
17:42
05/21/19
17:42
Hot Stocks
SPDR Gold Shares holdings rise to 739.69MT from 736.17MT »

This is the highest level…

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ASCMA

Ascent Capital

$0.91

0.0502 (5.87%)

17:38
05/21/19
05/21
17:38
05/21/19
17:38
Hot Stocks
Ascent Capital and Monitronics International announce restructuring support pact »

Ascent Capital Group…

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TRS

TriMas

$30.33

0.39 (1.30%)

17:33
05/21/19
05/21
17:33
05/21/19
17:33
Hot Stocks
TriMas VP Joshua Sherbin sells over $646K in company shares »

TriMas VP Joshua Sherbin…

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SUNW

Sunworks

$0.71

-0.1024 (-12.65%)

17:33
05/21/19
05/21
17:33
05/21/19
17:33
Syndicate
Breaking Syndicate news story on Sunworks »

Sunworks files $50M mixed…

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LFUS

Littelfuse

$170.78

1.7 (1.01%)

, SMTC

Semtech

$44.74

0.36 (0.81%)

17:32
05/21/19
05/21
17:32
05/21/19
17:32
Initiation
Littelfuse, Semtech, CTS Corporation, Vishay initiated  »

Cowen initiates discrete…

LFUS

Littelfuse

$170.78

1.7 (1.01%)

SMTC

Semtech

$44.74

0.36 (0.81%)

CTS

CTS Corporation

$27.91

0.33 (1.20%)

VSH

Vishay

$16.43

0.37 (2.30%)

03/08/13
Wedge Partners
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GVA

Granite Construction

$41.46

0.5 (1.22%)

17:31
05/21/19
05/21
17:31
05/21/19
17:31
Hot Stocks
Granite Construction awarded $505M high speed rail contract »

Granite announced it has…

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  • 06

    Jun

OMC

Omnicom

$80.09

0.69 (0.87%)

17:30
05/21/19
05/21
17:30
05/21/19
17:30
Syndicate
Breaking Syndicate news story on Omnicom »

Omnicom files automatic…

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TTEC

TTEC Holdings

$38.68

0.51 (1.34%)

17:26
05/21/19
05/21
17:26
05/21/19
17:26
Hot Stocks
TTEC Holdings EVP DeGhetto sells 35K shares of common stock »

In a regulatory filing,…

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TDW

Tidewater

$24.80

0.31 (1.27%)

17:25
05/21/19
05/21
17:25
05/21/19
17:25
Hot Stocks
Tidewater director Dick Fagerstal purchases almost $107K shares of company stock »

Tidewater director Dick…

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  • 21

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PTCT

PTC Therapeutics

$40.07

2.67 (7.14%)

17:16
05/21/19
05/21
17:16
05/21/19
17:16
Hot Stocks
Point72 Asset Management takes 5.0% passive stake in PTC Therapeutics »

Point72 Asset Management…

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  • 21

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DRIO

DarioHealth

$0.72

-0.0095 (-1.30%)

17:10
05/21/19
05/21
17:10
05/21/19
17:10
Syndicate
DarioHealth files to sell common stock, no amount given »

Craig-Hallum Capital…

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RL

Ralph Lauren

$113.97

2.08 (1.86%)

, PVH

PVH Corp.

$108.53

2.5075 (2.37%)

17:09
05/21/19
05/21
17:09
05/21/19
17:09
Hot Stocks
PVH Corp. appoints former Ralph Lauren CEO Stefan Larsson to president »

PVH Corp. announced the…

RL

Ralph Lauren

$113.97

2.08 (1.86%)

PVH

PVH Corp.

$108.53

2.5075 (2.37%)

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RICK

RCI Hospitality

$18.91

-0.04 (-0.21%)

17:07
05/21/19
05/21
17:07
05/21/19
17:07
Hot Stocks
RCI Hospitality receives Nasdaq noncompliance notice »

RCI Hospitality Holdings,…

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LPLA

LPL Financial

$83.85

2.06 (2.52%)

17:03
05/21/19
05/21
17:03
05/21/19
17:03
Hot Stocks
LPL Financial to acquire Allen & Company »

LPL Financial announced…

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  • 22

    May

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    Jun

SPX

S&P 500

$0.00

(0.00%)

, SPY

SPDR S&P 500 ETF Trust

$286.50

2.55 (0.90%)

17:01
05/21/19
05/21
17:01
05/21/19
17:01
General news
House Judiciary Committee subpoenas Hope Hicks, Annie Donaldson, CNN says »

According to CNN's …

SPX

S&P 500

$0.00

(0.00%)

SPY

SPDR S&P 500 ETF Trust

$286.50

2.55 (0.90%)

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CAH

Cardinal Health

$46.90

0.91 (1.98%)

16:53
05/21/19
05/21
16:53
05/21/19
16:53
Conference/Events
Morgan Stanley healthcare tech analyst to hold analyst/industry conference call »

Healthcare Technology and…

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  • 31

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GOOG

Alphabet

$1,149.14

10.81 (0.95%)

, GOOGL

Alphabet Class A

$1,154.26

8.98 (0.78%)

16:48
05/21/19
05/21
16:48
05/21/19
16:48
On The Fly
Fly Intel: Wall Street's top stories for Tuesday »

Semiconductor makers…

GOOG

Alphabet

$1,149.14

10.81 (0.95%)

GOOGL

Alphabet Class A

$1,154.26

8.98 (0.78%)

MSFT

Microsoft

$126.90

0.71 (0.56%)

HD

Home Depot

$191.41

0.54 (0.28%)

KSS

Kohl's

$55.15

-7.805 (-12.40%)

JCP

J.C. Penney

$1.06

-0.09 (-7.83%)

CR

Crane

$84.09

-0.8 (-0.94%)

CIR

Circor

$43.09

12.45 (40.63%)

AAPL

Apple

$186.58

3.52 (1.92%)

INTC

Intel

$44.46

0.88 (2.02%)

ARWR

Arrowhead

$21.33

2.39 (12.62%)

ARRY

Array BioPharma

$25.75

4.8 (22.91%)

BCRX

BioCryst

$3.48

-3.92 (-52.97%)

MNK

Mallinckrodt

$9.87

-3.15 (-24.19%)

03/08/13
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